Kerry is an experienced Wealth Planner with over 20 years’ experience. She works primarily with private clients, small business owners and retirees, helping them create, protect and distribute their wealth with a tailored financial plan, giving clients and their wider families, the peace of mind that they will not run out of money in old age, and they can pass on their wealth tax efficiently.
Kerry lives in Dorset. She enjoys most sports including walking, running, cycling and playing tennis. Her qualifications include DipPFS, CII Level 4 in Financial Planning and CII Mortgage Advice qualification.